Sales / Renewals Live

Subscription Data Integrity

Standardise messy subscription records into a consistent shape — and separate what can be normalised safely from what needs a person to decide.

  • Run on demand
  • ~6 credits per run
  • v1.0.0

What does Subscription Data Integrity do?

Subscription Data Integrity is a production AI agent in the sales section of the Leverge agent store, built for the renewals process. Standardise messy subscription records into a consistent shape — and separate what can be normalised safely from what needs a person to decide. It runs on demand, works through 3 steps and returns 4 outputs, including can these be standardised?.

What it needs

  • Subscription records

    File upload

    Records as they are, inconsistencies included.

    csv txt md

  • Target format

    Form

What it does

  1. Reading the records
  2. Standardising the records
  3. Writing the change note

What you get back

  • Can these be standardised? Validation result
  • Change note Written summary
  • As found → standardised Mapping table
  • Needs a person to decide Flagged exceptions

After each run it asks: “Would you apply these changes?” Answers feed the evaluation set, so the agent is measured against your own judgement rather than ours.

When it runs

Run on demand

Oversight

Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.

Renewals

Other agents in renewals

Pipeline, proposals, renewals and the CRM hygiene underneath them

  • Renewals Live

    Customer Record Anomalies

    Find the records that do not make sense together — a plan that does not match its price, seats above what was sold, a renewal date that has already passed.

  • Renewals Live

    Licence Reconciliation

    Reconcile what was sold, what is provisioned, and what is invoiced — and find the accounts where those three do not agree.

  • Renewals Live

    Renewal Escalation Routing

    Check a renewal against what renews on standard terms, and route anything non-standard to the level that can actually approve it.

  • Renewals Live

    Renewal Feedback Insights

    Read what customers said at renewal — those who stayed and those who left — and find what actually drove each decision rather than what was easiest to record.

  • Renewals Live

    Renewal Proposal Builder

    Pick an account renewing soon and get a renewal proposal drafted with the uplift maths shown, the likely pushback anticipated, and your negotiation room stated plainly.

  • Renewals Live

    Renewal Risk Prioritization

    Rank the accounts renewing soon by how likely the renewal is to slip, with the evidence behind each ranking and where the owner should start.

Next Step

Deploy Subscription Data Integrity, or adapt it

It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.

Book a Technical Call
  • No sales script
  • NDA on request
  • Scoping notes sent within 48 hours
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